We are used to reading advice on how to attract and keep clients, but sometimes things don’t go exactly as planned
in a business relationship. The more common scenario of a relationship
gone bad is when the hired person (the web professional, in our case) is
fired because they didn’t render the services as expected.
It’s more unusual to hear stories of the hired professional walking
out on the client. We don’t hear about it because the client is supposed
to be king, and we are supposed to keep them satisfied.
But what do you do when the king becomes a tyrant? You may decide that it would be best to fire them.
Under what circumstances should you stop working with a client? Can
terminating your business relationship with someone be done gracefully?
Most importantly, what can you do to avoid such unfortunate working
situations?
In this article, I’ll talk about the sensitive issue of letting go of problematic clients.
How to Recognize Bad Clients (The Usual Suspects)
First off, let’s define what we mean by
client. The client
is the person you’re already working for, with whom you have some sort
of agreement with to work on a project-by-project/contractual basis.
If you haven’t settled on the project’s main terms (such as
timetable, communication methods, project outline, payment rate and
methods), then the person you’re dealing with is just a potential
client.
This, too, is a critical stage; you should try to learn as much as
you can about them before they become your client so that you can
properly decide whether they are the right person to work with, and
whether you’ll avoid trouble later on.
The threshold for firing a client is different for every working
professional. However, there are some fundamental things that must be
present and maintained in any working collaboration and some things that
shouldn’t be tolerated.
Below are a few client types that might sound familiar to you.
The Unreachable Client
A project cannot materialize if the client doesn’t communicate with you.
If the client doesn’t return any of your calls or email within a
reasonable amount of time (say, five work days — but this duration
varies depending on your work style and client agreements), one of the
following might have happened:
- Something unforeseen might have happened (for example, an illness)
- If you have delivered the project, the client might be avoiding payment
- The client might be experiencing financial difficulties and wants to
discontinue the project, but either wants to avoid the penalty (in case
one is stipulated in the contract) or doesn’t know how to tell you
(this has happened to me, and it’s usually small businesses that have
this issue)
The Procrastinating Client
Another issue is when the client doesn’t communicate with you often
enough or according to the project’s timetable. This can prolong the
project, sometimes way past the timeframe you set at the beginning. It
could also start to eat into the time that you were expecting to devote
to other work. Such situations can really mess up your schedule and work
efficiency.
Clients who don’t communicate often enough might be experiencing the following:
- Not consider this project important enough to adhere to the timeframe you’ve agreed on
- Arranged this project at a bad time, when they’re distracted by other important work
- Slow in making decisions
- Does not appreciate the trouble they’re putting you in by slowing down the project
The Absurd Client
There is sometimes a fine line between keeping a client satisfied
while maintaining your professional identity versus letting the client
behave like a spoiled brat. (The Oatmeal offers an
accurate comic depicting an absurd client).
An absurd client usually combines some of these behaviors:
- Rejects several demos without giving sufficient criticism or suggestions, leaving you to guess what they dislike ("I don’t know what’s wrong. I just don’t like it.")
- Requests features that were not in the original agreement, and then refuses to pay for extra services rendered
- Makes unreasonable requests, usually with delivery time ("I would like four different versions of the website by tomorrow night, thank you!")
- Is unable to make decisions, forcing you to make constant changes to
the project. Even if you are being paid for these endless changes,
focusing on and delivering a project that doesn’t have a stable
foundation is impossible.
The Disrespectful Client
" My teenage kid could do this!" We’ve probably heard something like
this before. Frequently, our job isn’t taken seriously, even though
we’ve been hired and paid to do something the client is unable to do so
by themselves.
In your career, you’ll come across people who don’t quite understand
what you do. A disrespectful client does not treat you like a
professional and does not understand that you want to collaborate and
offer your knowledge to the project.
They will act bossy, insist that they know what’s best for their web
presence, assign you tasks without consultation, and neglect to ask your
opinion on key matters. Even worse, they might communicate with you
disrespectfully.
The Disappearing Client
This one is plain and simple: the client refuses to pay you, whether
for the deposit, an extra feature, the remaining balance or the whole
thing. And they give no explanation for this delay or refusal. It’s one
thing if the client says that they can’t pay you yet because of some
unfortunate turn of events and reassures you that you will get your
money in a set period of time. It’s quite another if you deliver the
project and the client disappears from the face of the earth.
Some client will string you along, always postponing payment, using
insufficient excuses, and generally avoiding communication, usually
hoping that you’ll get tired of waiting and give up.
How to Avoid Bad Clients (Reducing the Risks)
You can do two things to minimize such conflicts with your clients. First, learn as much as you can about a potential client, and consult with them thoroughly beforehand.
Secondly, be very precise about the project’s terms.
Step 1: Education
To learn about a potential client, try to meet with them at least
once before agreeing to work on their project. Give them the freedom to
ask whatever they want about your work (projects, education, philosophy,
style, technical matters), and still cover the areas that you believe
are important but weren’t asked by them.
For example, I don’t work with Flash websites. Some of my potential
clients have seen Flash websites but didn’t know that’s what they’re
called or didn’t know that each website is built on different
technologies, and so they didn’t ask about it.
I always inform them right from the start that I don’t do Flash
websites, as well as other things that I do and don’t do, so that they
know not to request it later on.
The initial meeting is also crucial to identifying how the person
views your work and what priority they give to it. They should be
interested in knowing about you and how you work, and they should give
you the feeling that they trust you and value your opinion and
assistance as a professional.
You also ought to ask your own questions of the client, to get a feel for their organization.
Ask about the client’s history, products, philosophy about the market, and current projects.
Be delicate in asking about their financial status; you could make a
general inquiry about it when they ask about your pricing. For example,
you could mention that you have flexible payment plans in case they are
financially constrained; they will usually volunteer some information
from this.
Also, don’t forget to ask whether they have worked with other
designers or developers on a web project. If so, inquire as to why they
are switching service providers, rather than giving this project to
them. The reasons could be simple, perhaps they are looking for
something more creative or technologically complex, or it could be
complicated, such as payment issues, disagreement about pricing or
dissatisfaction with the service.
If the client has been fired by a web professional in the past, you should try to learn the reasons why.
Step 2: Precision
After you have decided to work for a client, try to be as accurate as
possible about the project’s timeline, services and deliverables you
will provide, areas for possible expansion, communication and pricing.
Both sides will have to adhere to a schedule in order to maximize
efficiency and meet the delivery dates.
To reduce the risk of the client going AWOL, make sure to have more
than two contact people for the project, and at least a few ways to
contact them (email, phone, physical address, etc).
If the client is self-employed, don’t be embarrassed to ask for the
email address and phone number of a close relative or friend. Explain
that you need this in case something comes up and you can’t reach them
as soon as you need to, or in case of an emergency.
You can reduce the risk of the client procrastinating by clarifying
the importance of sticking to the timeframe you’ve set. Both sides
should be realistic about the delivery dates. If your client is involved
in another project at the same time — make sure to ask them what other
things they have going on that might detract them from your project —
expect the delivery times to be looser.
If you get the sense that the client is not very decisive, try to
guide them in making decisions. If their indecisiveness is really
slowing down the project, tell them that you have other projects coming
up and that it’s critical that you finish this project on schedule.
Setting financial penalties for timetable changes might sound strict,
but it’s a way to convince the client of the importance of following
the schedule. Put these financial penalties in the contract before you
start working; you cannot add them later, and you cannot oblige a
customer to pay a fine unless it’s in the contract.
If you’re working for a small business that doesn’t seem financially
stable, try to balance being both precise and flexible with the
timetable. Don’t scare them off by making overly strict stipulations. If
they will need time to get the money for this project and you can
afford to do this, give them wider payment deadlines. Suggest, for
example, that they pay the total sum over a few months, rather than in
one- or two-time payments.
Having a contract is absolutely necessary. Draw up a document before the project starts that clearly defines the following:
- The project’s nature and scope
- Approximate timetable and expected deliverables
- Agreed-upon features
- Approximate total cost, according to the original plan and features
- Requests for new features and their cost
- Terms in case you or the client cancels the project before final delivery
Be as precise and as realistic as possible with the figures. Instead
of telling the client that you’re willing to try several designs to see
what fits or that you’re willing to make no more than two designs, you
could say that you will deliver, say, two demos, and in case neither
works, you’re willing to do a third design. This way, you remain both
flexible and specific, and the client knows that you’re willing to try
ideas, but to a limit.
The same goes for the timetable. Help the client decide on designs,
but not too hastily and not too slowly. Require that they spend a couple
of days checking your demo before replying. This way, you avoid hasty
enthusiasm or criticism, which could lead to a lot of unnecessary
changes.
If the client takes too long to respond, offer to help them make
their decision, saying that they can have an extra day or two to think
it over but that you will need to move on to the next step according to
the schedule.
Last but not least, a reminder about the contract. Having a document
that legally proves that you and the client have agreed to a certain
payment by a certain date is the only way to protect yourself against a
client who is unwilling to meet their financial obligations.
If you don’t have a contract, there is no certainty you will ever get
the payment if the client refuses to pay. Also, keep every important
email and document that you have exchanged with the client until the
project ends.
Ready, Set, Fired!
If, despite your efforts and warnings,
you find that you no longer want to work with the client, consider
discontinuing your service. Firing the client is a delicate situation,
especially if they still owe you partial or full payment or if you don’t
have a signed contract. Try steps below.
Be Calm: Don’t Act Rashly Out of Frustration
Take a few hours or a day off work, relax, and consider the
situation. Carefully go over every single line of the contract before
approaching the client.
If you don’t have a contract, then gather any documents that describe
the project’s main terms and that refer to deadlines, deliverables and
payment. Make sure you have completely lived up to your responsibilities
throughout the collaboration, and don’t demand penalties unless you are
certain and can prove that they have violated what was agreed on from
the beginning.
Find the Appropriate Time
Timing is everything. Set an appointment with the client on a day
when you won’t be stressed by other tasks. The conversation should be
serious yet calm, professional and not aggressive.
Inform the client that you would like to discuss the status of your
collaboration. Bring the contract and/or the other documents you have
gathered (emails, receipts and such).
Let Them Explain
Even if you’re certain that you don’t want to work with this client
any longer, do give them a chance to explain their point of view. They
might not have been able to pay you because they’re short on money or
are overloaded with their own customer issues; perhaps they would like
to postpone the project and just didn’t know how to tell you.
Discuss Your Reasons
No matter how delicately you say it, be forthcoming about why you
want to discontinue working with them. If the reason is your different
views on the project — for example, they want a loud animated website,
and you want something more minimalist — suggest a designer who would
better suit their style (after having discussed it with that designer).
Of course, you shouldn’t refer them to a colleague if they have been
disrespectful or refuse to pay; you shouldn’t offload that burden onto
other web professionals.
Take Care of Loose Ends
Sort out the remaining obligations of both parties. If the client has
already paid for certain parts of the project, make sure you have
delivered them. Be clear about their financial obligations, and let them
know you’ll give them a receipt once you have been paid. A prearranged
cancellation policy can save both parties time, effort and
misunderstanding.
Possible Issues Resulting from Firing of Clients
Unfortunately, not every client will be cooperative. More than one
meeting might be necessary. Some clients might get too emotional. Some
might be slow to conclude the process.
If you do have a contract, you can take legal action to secure
payment. But before you get to that point, or if you don’t have a
contract, you could try some other tricks to put pressure on them.
If you haven’t yet delivered the project, you could refuse to launch
until you’re paid. Your client will have to choose between, on the one
hand, paying and getting the deliverables and, on the other, refusing to
pay and finding someone else to take over. Either way will be a waste
of money for them if they have already made partial payment.
If you have already delivered the project and don’t have control over the website, you could try using
CSS Killswitch
(but many find this sort of tactic to be unethical). Or, if you have
access to the control panel, you could put the website in maintenance
mode.
You could also go about this much less politely, which you might be
tempted to do if you don’t have a contract and the client’s rudeness is
pushing you over the edge. You could start publicly rebuking the client
on social networks.
I even witnessed a colleague take it one step further. Their client
wasn’t computer-savvy, so the designer locked them out of the control
panel and then rebuked them on the client’s own home page, ranting about
how they were never paid for the project and what a nightmare they
were.
But I would personally suggest avoiding this type of behavior, no
matter how mean they have been to you. You will be tarnishing your own
image, and you will come off as being unable to handle difficult
situations.
The same goes for after you have finished with the client: don’t
gossip about them. If you want to steer a colleague away from the
client, refer to your experience objectively and honestly, and then let
them decide for themselves. If someone asks about your work with the
client, be concise and explain that you didn’t manage to finish the
project due to different perspectives.
Happy Ending?
You can increase the likelihood of a happy ending by properly
communicating with the client, planning ahead (to avoid disasters such
as cancellations) and focusing on the little details. Try to protect
yourself without suffocating the client with excessive or overly strict
terms.
If things go wrong, clearly explain to the client the trouble they
are causing you, and try to discuss the matter before deciding to
terminate the relationship.
Above all, remain calm and maintain your professionalism and
integrity (which take time to build, but can fall apart in seconds).
Have you ever had to fire a client? If so, how did you resolve
the situation in a way that was fair to you? Have you ever continued a
collaboration that you felt just wasn’t worth it? If so, what kept you
from firing the person? Share in the comments.